Resumes
Resumes
Principal And Investment Advisor
View pageLocation:
7007 Georgia St, Chevy Chase, MD 20815
Industry:
Financial Services
Work:
American University Aug 2016 - Aug 2019
Research Fellow
Merrill Lynch May 2010 - Jul 2013
Financial Advisor
Castle Pines Investment Management May 2010 - Jul 2013
Principal and Investment Advisor
Wells Fargo May 2008 - Mar 2010
Private Client Advisor
Time Warner Cable Jan 1996 - Nov 2004
Director, Vice President, Senior Vice President
Research Fellow
Merrill Lynch May 2010 - Jul 2013
Financial Advisor
Castle Pines Investment Management May 2010 - Jul 2013
Principal and Investment Advisor
Wells Fargo May 2008 - Mar 2010
Private Client Advisor
Time Warner Cable Jan 1996 - Nov 2004
Director, Vice President, Senior Vice President
Education:
New York University 2013 - 2015
Master of Science, Masters Georgetown University 2006 - 2008
Master of Business Administration, Masters, Financial Management, Finance University of Colorado Boulder 1991 - 1995
Master of Science, Masters, Journalism
Master of Science, Masters Georgetown University 2006 - 2008
Master of Business Administration, Masters, Financial Management, Finance University of Colorado Boulder 1991 - 1995
Master of Science, Masters, Journalism
Skills:
Investments
Finance
Investment Management
Portfolio Management
Investment Strategies
Strategy
Financial Advisory
Etfs
Financial Analysis
Global Investment Management
Equities
Alternative Investments
Financial Modeling
Asset Management
Management
Marketing
High Net Worth Individuals
Microsoft Office
Microsoft Excel
Public Speaking
Social Media
Wordpress
Spss
Powerpoint
Finance
Investment Management
Portfolio Management
Investment Strategies
Strategy
Financial Advisory
Etfs
Financial Analysis
Global Investment Management
Equities
Alternative Investments
Financial Modeling
Asset Management
Management
Marketing
High Net Worth Individuals
Microsoft Office
Microsoft Excel
Public Speaking
Social Media
Wordpress
Spss
Powerpoint
Interests:
Playing His Guitar and Piano
Education
The Outdoors
Education
The Outdoors
Languages:
Spanish